Yelin Lapidot Provident Fund Ages 60 and over Track

Data updated through August 2026

Investment policy — mdrgvt — Ages 60 and over

Fund details

Fund number: 9941
Track type: Ages 60 and over
Savings type: Kupat Gemel (קופת גמל)
Managing institution: ילין לפידות ניהול קופות גמל בע"מ
Inception date: 23/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 6,768.09
Liquid-asset share: 89.10%
Total equity exposure: 36.34%
Foreign exposure: 35.64%
Foreign-currency exposure: 15.55%
Equity exposure from asset allocation: 11.01%
Standard deviation: 4.51%
Sharpe ratio: 0.64

Returns and management fees

Return in the last month: 0.67%
12-month return: 7.81%
36-month cumulative return: 26.6%
60-month cumulative return: 28.4%
Average annual return over the last 3 years: 8.19%
Average annual return over the last 5 years: 5.13%
Average management fees paid by fund members: 0.63%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	46.48%	3,145.78
Tradable corporate bonds and bond ETFs	19.23%	1,301.82
Non-tradable corporate bonds	2.70%	182.83
Equities, options and equity ETFs	11.01%	745.1
Deposits	4.19%	283.67
Loans	0.18%	12.36
Cash and cash equivalents	12.03%	814.41
Mutual funds	0.63%	42.46
Other assets	3.54%	239.66

Asset allocation

Comparison in the Ages 60 and over track

The selected fund compared with other funds in the same category.

Table Chart

Show sector-specific funds

Showing 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Yelin Lapidot Provident Fund Ages 60 and over TrackSelected Fund · ילין לפידות ניהול קופות גמל בע"מ	7.81%	26.65%	28.39%		0.63%	Visit institution website
Phoenix Provident Fund — Ages 60 and over Trackהפניקס פנסיה וגמל בע"מ	9.44%	30.88%	32.42%		0.60%	Visit institution website
Migdal Benefits and Severance Ages 60 and over Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	9.72%	29.75%	30.04%		0.49%	Visit institution website
Menora Mivtachim Benefits and Severance Ages 60 and over Trackמנורה מבטחים פנסיה וגמל בע"מ	10.55%	29.70%	29.71%		0.45%	Visit institution website
Meitav Provident Fund — Ages 60 and over Trackמיטב גמל ופנסיה בע"מ	9.84%	31.52%	35.02%		0.56%	Visit institution website
Infinity Provident Fund Ages 60 and over Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	12.12%	38.03%	40.71%		0.58%	Visit institution website
Harel Provident Fund Ages 60 and over Trackהראל פנסיה וגמל בע"מ	9.38%	25.57%	26.55%		0.56%	Visit institution website
Clal Tamar Ages 60 and overכלל פנסיה וגמל בע"מ	10.66%	30.05%	30.26%		0.56%	Visit institution website
Ayalon Savings Provident Fund — Ages 60 and over Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Analyst Track-based Provident Fund — Ages 60 and over Trackאנליסט קופות גמל בע"מ	9.48%	29.92%	30.33%		0.61%	Visit institution website
Market average	9.56%	29.52%	31.06%	No data	0.57%

** Not enough data for a rating yet

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	46.48%	3,145.78
Tradable corporate bonds and bond ETFs	19.23%	1,301.82
Non-tradable corporate bonds	2.70%	182.83
Equities, options and equity ETFs	11.01%	745.1
Deposits	4.19%	283.67
Loans	0.18%	12.36
Cash and cash equivalents	12.03%	814.41
Mutual funds	0.63%	42.46
Other assets	3.54%	239.66